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Wednesday, March 23, 2016

Automate Custom Contracts and more from Salesforce

USE CASE: A client needed to generate Sales Orders and Contracts from Salesforce Opportunities that include Product Items.   They needed to be able to support both hard coded sales quote/order templates and also a red line contract process.  With Conga Composer and DocuSign paired up, we were able to add buttons to the Opportunity page layout for Sales Quotes, Sales Orders, multi-section Contracts and all routed via DocuSign.  To learn more contact us for details or search for Conga in the Salesforce appexchange.

Conga Composer® makes it easy to create and deliver sophisticated documents, presentations and reports from Salesforce® by automatically populating richly-formatted templates with data from any standard or custom object. Composer enables salesforce.com customers to customize, streamline and scale their document generation and reporting for unlimited use cases across all organizations and industries.